BALTIMORE SYMPHONY ORCHESTRA INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BALTIMORE SYMPHONY ORCHESTRA INC (EIN 52-0629696)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-15
- IRS object ID
- 201121969349300922
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-15T11:34:10-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H TAX & ADVISORY SERVICES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520629696 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baltimore Symphony Orchestra Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BALT | NameControl |
| Phone | 4107838100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 Cathedral Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212015517 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul Meecham | Name |
| Title | CEO | Title |
| Phone | 4107838095 | Phone |
| Date Signed | 2011-07-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lori S Burghauser | Name |
| Phone | 4104031500 | Phone |
| Date Prepared | 2011-07-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Paul Meecham | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 Cathedral Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212015517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25248204 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BSOMUSIC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING SYMPHONIC CONCERTS,CULTURAL AND EDUCATIONAL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 512 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10830433 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15314769 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10195639 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8818628 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 135270 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14802 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 531404 | OtherRevenuePriorYear |
| Other Revenue Current Year | 468085 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21692746 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24616284 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17138417 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15487260 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 145535 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 148675 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1105995 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9756768 | OtherExpensePriorYear |
| Other Expenses Current Year | 8095359 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27040720 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23731294 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5347974 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 884990 | RevenuesLessExpensesCY |
| Total Assets BOY | 12274431 | TotalAssetsBOY |
| Total Assets EOY | 11891086 | TotalAssetsEOY |
| Total Liabilities BOY | 15620534 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15627030 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -3346103 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -3735944 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE BALTIMORE SYMPHONY ORCHESTRA'S (BSO) MISSION IS TO PROMOTE, ORGANIZE, MANAGE AND MAINTAIN A SYMPHONY ORCHESTRA FOR THE CITY OF BALTIMORE AND TO HOLD, SPONSOR, AND PRESENT MUSICAL CONCERTS BY THE BALTIMORE SYMPHONY ORCHESTRA. BSO IS AN INTERNATIONALLY RECOGNIZED SYMPHONY ORCHESTRA THAT HAS ATTRACTED A DEVOTED NATIONAL AND INTERNATIONAL FOLLOWING WHILE MAINTAINING DEEP BONDS THROUGHOUT MARYLAND WITH INNOVATIVE EDUCATION AND COMMUNITY OUTREACH INITIATIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20723995 | Expense |
| Revenue | 8818628 | Revenue |
| Description | PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATIONAL PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. | Description |
| Total Program Service Expense | 20723995 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 171 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 512 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | beth buck | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4107838095 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 Cathedral Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212015517 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MR MICHAEL G BRONFEIN | |||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| MS LAINY LEBOW-SACHS | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| MR RICHARD E RUDMAN | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| MR ANDREW A STERN | |||||||
| VICE CHAIR/TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| KATHLEEN A CHAGNON ESQ | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | ||
| MR AGW BIDDLE III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR ROBERT L BOGOMOLNY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR RALPH A BRUNN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR ANDREW A BUERGER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR RICHARD T BURNS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MS CONSTANCE R CAPLAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR ROBERT B COUTTS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR KENNETH W DEFONTES JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR STEVE DOLLASE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR GEORGE A DRASTAL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR ALAN S EDELMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| AMB SUSAN G ESSERMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MRS WINNIE FLATTERY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR JAN K GUBEN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR JOHN P HOLLERBACH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR RICHARD E HUG | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MS BETH KAPLAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MURRAY M KAPPELMAN MD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR JON H LEVINSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN M LISS ESQ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR JOHN A MACCOLL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MRS CATHERINE H MCCLELLAND | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR DAVID O MODELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR MICHAEL P PINTO | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MRS MARGERY POZEFSKY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT RIFKIN MD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MRS ANN L ROSENBERG | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR BRUCE E ROSENBLUM | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| Hon STEVEN R SCHUH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN D SHAWE ESQ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SOLOMON H SNYDER MD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MR MARK WALSH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAUL MEECHAM | |||||||
| PRESIDENT & CEO | 40.00 | X | 252233 | 0 | 21357 | X | |
| TERRY ARMACOST | |||||||
| VP/CFO | 40.00 | 137193 | 0 | 10520 | X | ||
| MARIN ALSOP | |||||||
| MUSIC DIRECTOR | 20.00 | 150288 | 0 | 2774 | X | ||
| JONATHAN CARNEY | |||||||
| CONCERT MSTR | 40.00 | 250364 | 0 | 23689 | X | ||
| DALE HEDDING | |||||||
| VP OF DEVELOPMENT | 40.00 | 148517 | 0 | 10700 | X | ||
| ENNIS SEIBERT | |||||||
| STAGEHAND | 40.00 | 160854 | 0 | 6019 | X | ||
| FRANK SERRUTO JR | |||||||
| STAGEHAND | 40.00 | 147761 | 0 | 5539 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1247210 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 80598 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARIN ALSOP CO OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10016 | CONDUCTOR | 532750 |
| THE BALTIMORE SUN | |||||
| PO BOX 3132 | BOSTON | MA | 02241 | ADVERTISING | 348123 |
| ALTER COMMUNICATIONS INC | |||||
| 1040 PARK AVENUE SUITE 200 | BALTIMORE | MD | 21201 | PRINTING | 276302 |
| DCM-TELEMARKETING TELEFUNDING | |||||
| 45 MAIN STREET SUITE 816 | BROOKLYN | NY | 11201 | MKTG & ADVERTISING | 211145 |
| THE WASHINGTON POST | |||||
| 1150 15TH STREET NW | WASHINGTON | DC | 20071 | ADVERTISING | 158761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Fundraising Events | 733654 | FundraisingEvents |
| Related Organizations | 2653963 | RelatedOrganizations |
| Government Grants | 3965843 | GovernmentGrants |
| All Other Contributions | 7961309 | AllOtherContributions |
| Total Contributions | 15314769 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT INCOME | 711130 | 8559524 | 8559524 |
| OTHER PROGRAM SERVICE | 711130 | 259104 | 259104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8818628 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14802 | TotalRevenueColumn |
| Exclusion | $14,802 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 587685 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 220580 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 367105 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 367105 | TotalRevenueColumn |
| Exclusion | $367,105 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 256313 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 733654 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 256313 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 256007 | GrossSalesOfInventory |
| Cost Of Goods Sold | 155027 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100980 | TotalRevenueColumn |
| Exclusion | $100,980 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24616284 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8818628 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $482,887 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428443 | Total |
| Program Services | 134788 | ProgramServices |
| Management And General | 213236 | ManagementAndGeneral |
| Fundraising | 80419 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11645913 | Total |
| Program Services | 10472920 | ProgramServices |
| Management And General | 696424 | ManagementAndGeneral |
| Fundraising | 476569 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358788 | Total |
| Program Services | 358788 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2024702 | Total |
| Program Services | 1860328 | ProgramServices |
| Management And General | 107129 | ManagementAndGeneral |
| Fundraising | 57245 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1029414 | Total |
| Program Services | 874430 | ProgramServices |
| Management And General | 117030 | ManagementAndGeneral |
| Fundraising | 37954 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10461 | Total |
| Management And General | 10461 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45175 | Total |
| Management And General | 45175 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16581 | Total |
| Management And General | 16581 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148675 | Total |
| Fundraising | 148675 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8871 | Total |
| Management And General | 8871 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2238769 | Total |
| Program Services | 2212876 | ProgramServices |
| Management And General | 2850 | ManagementAndGeneral |
| Fundraising | 23043 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1606554 | Total |
| Program Services | 1606554 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574178 | Total |
| Program Services | 363473 | ProgramServices |
| Management And General | 88375 | ManagementAndGeneral |
| Fundraising | 122330 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77563 | Total |
| Management And General | 77563 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1255117 | Total |
| Program Services | 1162222 | ProgramServices |
| Management And General | 92895 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82110 | Total |
| Program Services | 70466 | ProgramServices |
| Management And General | 4453 | ManagementAndGeneral |
| Fundraising | 7191 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10724 | Total |
| Management And General | 4464 | ManagementAndGeneral |
| Fundraising | 6260 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248620 | Total |
| Program Services | 81516 | ProgramServices |
| Management And General | 167104 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212687 | Total |
| Program Services | 22325 | ProgramServices |
| Management And General | 190362 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EQUIPMENT RENTAL & REPA | 336126 | 325037 | 11089 |
| INTERNET MARKETING | 246628 | 246628 | |
| PROGRAMS | 240300 | 240300 | |
| RENT MUSIC | 230097 | 230097 | |
| credit card fees | 223239 | 223239 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431559 | Total |
| Program Services | 238008 | ProgramServices |
| Management And General | 47242 | ManagementAndGeneral |
| Fundraising | 146309 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23731294 | Total |
| Program Services | 20723995 | ProgramServices |
| Management And General | 1901304 | ManagementAndGeneral |
| Fundraising | 1105995 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5352 | BOY |
| EOY | 5500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6576018 | BOY |
| EOY | 6129613 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1457431 | BOY |
| EOY | 1808873 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288227 | BOY |
| EOY | 268449 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965391 | BOY |
| EOY | 879085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1691819 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1147010 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 759196 | BOY |
| EOY | 544809 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72396 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2150420 | BOY |
| EOY | 2254757 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12274431 | BOY |
| EOY | 11891086 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1612878 | BOY |
| EOY | 1363167 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7156446 | BOY |
| EOY | 6169155 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6851210 | BOY |
| EOY | 8094708 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15620534 | BOY |
| EOY | 15627030 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4099528 | BOY |
| EOY | -5381937 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753425 | BOY |
| EOY | 1645993 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -3346103 | BOY |
| EOY | -3735944 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12274431 | BOY |
| EOY | 11891086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7747391 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14106201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15074962 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10830433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15314769 | CurrentTaxYear |
| Total | 63073756 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7747391 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14106201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15074962 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10830433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15314769 | CurrentTaxYear |
| Total | 63073756 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 748126 | AmountsSubstContributorsTotal |
| Public Support Total170 | 62325630 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4826470 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1018010 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 947975 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 786235 | CurrentTaxYearMinus1Year |
| Current Tax Year | 602487 | CurrentTaxYear |
| Total | 8181177 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 71254933 | TotalSupport |
| Gross Receipts From Admissions Etc | 53122693 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83710 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16581 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16581 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 23714713 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 23731294 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 20123 | CurrentYearMinus3 |
| Current Year Minus2 | 23158 | CurrentYearMinus2 |
| Current Year Minus1 | 17042 | CurrentYearMinus1 |
| Current Year | 16581 | CurrentYear |
| Total | 76904 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 20123 | CurrentYearMinus3 |
| Current Year Minus2 | 23158 | CurrentYearMinus2 |
| Current Year Minus1 | 17042 | CurrentYearMinus1 |
| Current Year | 16581 | CurrentYear |
| Total | 76904 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | THE $17,042 OF LOBBYING EXPENSES IS FOR THE PAYMENT OF DUES TO MARYLAND CITIZENS FOR THE ARTS to promote adequate funding for the Maryland State Arts Council and to advocate for the arts at the state and federal levels. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52187854 | BeginningOfYearBalance |
| Contributions | 1097917 | Contributions |
| Investment Earnings Or Losses | 4235879 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23653963 | GrantsOrScholarships |
| Other Expenditures | 339687 | OtherExpenditures |
| Administrative Expenses | 148867 | AdministrativeExpenses |
| End Of Year Balance | 54379133 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61686000 | BeginningOfYearBalance |
| Contributions | 308470 | Contributions |
| Investment Earnings Or Losses | -8301918 | InvestmentEarningsOrLosses |
| Other Expenditures | 1403328 | OtherExpenditures |
| Administrative Expenses | 98370 | AdministrativeExpenses |
| End Of Year Balance | 52187854 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6865 | OtherCostOrOtherBasis |
| Depreciation | 1659 | Depreciation |
| Book Value | 5206 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1684954 | OtherCostOrOtherBasis |
| Depreciation | 1145351 | Depreciation |
| Book Value | 539603 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 544809 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| PREPAID PENSION COSTS | 89360 |
| DUE FROM AFFILIATES | 2165397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2254757 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED PENSION COSTS | Description |
| Amount | $8,094,708 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8094708 | TotalOfAmounts |
| Total Revenue | 24616284 | TotalRevenue |
| Total Expenses | 23731294 | TotalExpenses |
| Excess Or Deficit For Year | 884990 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11662 | NetUnrealizedGLOnInvestments |
| Other | -$1,286,493 | OtherAmount |
| Total Adjustments | -1274831 | TotalAdjustments |
| Excess Or Deficit Per FS | -389841 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25307652 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11662 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 56657 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 631920 | OtherRevenues |
| Revenue Not Rptd F990 | 700239 | RevenueNotRptdF990 |
| Revenue Subtotal | 24607413 | RevenueSubtotal |
| Investment Expenses Not Included | 8871 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8871 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24616284 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24411000 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 56657 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 631920 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 688577 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23722423 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 8871 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 8871 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23731294 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The endowment is held by The Baltimore Symphony Endowment Trust, a supporting organization. The endowment is used to support the charitable, literary and educational purposes associated with the promotion of an appreciation of orchestral and symphonic music. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | THE BALTIMORE SYMPHONY ORCHESTRA, INC. IS THE PARENT OF THE AFFILIATED GROUP KNOWN AS THE BALTIMORE SYMPHONY ORCHESTRA, INC. ("GROUP"). AN AUDIT WAS PERFORMED AND AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR THE BALTIMORE SYMPHONY ORCHESTRA, INC. AND ITS AFFILIATES ON A CONSOLIDATED BASIS. ASC 740, Income Taxes (ASC 740), prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return as well as guidance on de-recognition, classification, interest and penalties and financial statement reporting disclosures. For these benefits to be recognized, a tax position must be more-likely-than not to be sustained upon examination by taxing authorities. The amount recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The Symphony recognizes interest and penalties accrued on any unrecognized tax exposure as a component of income tax expense. The Symphony does not have any amounts accrued relating to interest and penalties as of August 31, 2010 and 2009. |
| Part XI, Line 8 - Other Adjustments: | PENSION RELATED CHANGES INCLUDING NET PERIODIC PENSION COSTS: -1286493. | |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSES NETTED WITH REVENUE: 220580. SPECIAL EVENT EXPENSES NETTED WITH REVENUE: 256313. COST OF GOODS SOLD NETTED WITH REVENUE: 155027. | |
| Part XIII, Line 2d - Other Adjustments: | RENTAL EXPENSES NETTED WITH REVENUE: 220580. SPECIAL EVENT EXPENSES NETTED WITH REVENUE: 256313. COST OF GOODS SOLD NETTED WITH REVENUE: 155027. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A TELESERVICESINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 408647 | GrossReceipts |
| Amount Retained By Contractor | 148674 | AmountRetainedByContractor |
| Net To Organization | 259973 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 408647 | TotalGrossReceipts |
| Total Retained By Contractors | 148674 | TotalRetainedByContractors |
| Total Net To Organization | 259973 | TotalNetToOrganization |
| Licensed States | MD | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | VA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 762972 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 506660 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 256312 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4238 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 78696 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 74125 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 99253 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BSA SHOWHOUSE | NameOfEvent2 |
| Gross Receipts Event2 | 224142 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 224142 | CharitableContributionsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 2852 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 2852 | CharitableContribOtherEvents |
| Gross Receipts Total | 989966 | GrossReceiptsTotal |
| Charitable Contributions Total | 733654 | CharitableContributionsTotal |
| Gross Revenue Total Events | 256312 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4238 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 78696 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 74125 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 99253 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 256312 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL MEECHAM | |||||||||||||
| 251945 | 0 | 0 | 0 | 288 | 0 | 0 | 0 | 21357 | 0 | 273590 | 0 | 0 | 0 |
| MARIN ALSOP | |||||||||||||
| 150000 | 0 | 0 | 0 | 288 | 0 | 0 | 0 | 2774 | 0 | 153062 | 0 | 0 | 0 |
| JONATHAN CARNEY | |||||||||||||
| 250190 | 0 | 0 | 0 | 174 | 0 | 2172 | 0 | 21517 | 0 | 274053 | 0 | 0 | 0 |
| DALE HEDDING | |||||||||||||
| 148343 | 0 | 0 | 0 | 174 | 0 | 0 | 0 | 10700 | 0 | 159217 | 0 | 0 | 0 |
| ENNIS SEIBERT | |||||||||||||
| 160566 | 0 | 0 | 0 | 288 | 0 | 4826 | 0 | 1193 | 0 | 166873 | 0 | 0 | 0 |
| FRANK SERRUTO JR | |||||||||||||
| 147707 | 0 | 0 | 0 | 54 | 0 | 4433 | 0 | 1106 | 0 | 153300 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Alter Communications Inc | |||
| Indirect Business | 156220 | Mr. Buerger is a member of the Organization's board and the CEO of Alter Communications, Inc. The Organization used Alter Communications for some of its advertising. | 0 |
| Baltimore Gas & Electric Co Inc | |||
| Indirect Business | 129852 | Mr. Defontes, Jr. is a member of the Organization's board and President and CEO of Baltimore, Gas & Electric Co. Baltimore Gas & Electric Co. is the Organization's main utility provider. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 61 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 318325 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | NUMBER OF CONTRIBUTIONS |
| Third Party Use: | Part I, Line 32b: | WHEN SECURITIES ARE DONATED TO THE BALTIMORE SYMPHONY ORCHESTRA, THEY ARE FLOWED THROUGH TO BROKERS WHO THEN LIQUIDATE THE SECURITIES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE FORM 990 WAS REVIEWED AND APPROVED BY THE Executive COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, PRIOR TO SUBMISSION. A COPY OF THE FORM 990 WAS ALSO MADE AVAILABLE TO THE FULL BOARD FOR REVIEW. |
| Form 990, Part VI, Section B, line 12c | THE CONFLICT OF INTEREST POLICY IS AFFIRMATIVELY REVIEWED AND SIGNED BY THE BOARD OF DIRECTORS EVERY YEAR. |
| Form 990, Part VI, Section B, line 15 | DURING THE FISCAL YEAR ENDED 2010, THE ORGANIZATION DID NOT HAVE SALARY INCREASES FOR ANY OF ITS EMPLOYEES. THE ORGANIZATION ACTUALLY HAD SALARY DECREASES FOR ALL OF ITS EMPLOYEES. DURING A TIMEFRAME WHEN SALARIES ARE BEING ADJUSTED, THE BOARD WILL MEET TO DISCUSS AND REVIEW THE SALARIES OF TOP OFFICIALS. Data from comparable organizations for similar positions is reviewed. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ONLINE VIA THE GUIDESTAR WEBSITE. |
| FORM 990, PAGE 12, PART XI, LINE 2: | THE BALTIMORE SYMPHONY ORCHESTRA, INC. IS THE PARENT OF THE affiliated GROUP KNOWN AS THE BALTIMORE SYMPHONY ORCHESTRA, INC. AND AFFILIATES. AN AUDIT WAS PERFORMED AND AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR BALTIMORE SYMPHONY ORCHESTRA, INC. AND ITS AFFILIATES ON A CONSOLIDATED BASIS. AUDITED FINANCIAL STATEMENTS WERE NOT PREPARED ON A SEPARATE BASIS FOR EACH ENTITY. THE BALTIMORE SYMPHONY ORCHESTRA ALSO HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
| THIS PROCESS HAS NOT CHANGED. | |
| FORM 990, SCHEDULE M, PART I, LINE 31: | THE ORGANIZATION DOES NOT HAVE A GIFT ACCEPTANCE POLICY FOR NON-STANDARD CONTRIBUTIONS BECAUSE IT DOES NOT RECEIVE significant NON-STANDARD CONTRIBUTIONS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALTIMORE SYMPHONY ENDOWMENT TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CATHEDRAL STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770659339 | EIN |
| Primary Activities | support appreciation of orchestral and symphonic music | PrimaryActivities |
| Legal Domicile State | MD | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A - TYPE I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALTIMORE SYMPHONY ORCHESTRA INC | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHEDRAL PARKING INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CATHEDRAL STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521239270 | EIN |
| Primary Activity | PARKING GARAGE | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| BALTIMORE SYMPHONY ENDOWMENT TRUST | |
| N | 85137 |
| baltimore SYMPHONY ENDOWMENT TRUST | |
| C | 2653963 |
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